Affordable NDT ERP in Martinez — Fully Customizable, All Business Apps Included
Atlantis NDT ERP — affordable, accessible, fully customizable. All integrated business apps included out-of-the-box. Built for Martinez inspection companies: ASNT NDT + ISO 9712 + API ICP + AWS CWI + NACE CIP dual-scheme certification tracking, work orders + dispatch, calibration management with NIST/NPL traceability, invoicing + multi-currency accounting, CRM + sales pipeline, payroll + HR, document control per ISO 9001 + 17020 + 17025, mobile + offline field capture, audit-ready records.
Modules + Features for Martinez Inspection Companies
pre-configured modules: inspector cert tracking (ASNT + ISO 9712 + API ICP + AWS CWI + NACE CIP + CSWIP + PCN + ASNT 9712 (formerly ACCP) + NAS 410 + EN 4179 aerospace + JSNDI/KSNT/AINDT/ABENDI/ISNT regional schemes), equipment + calibration cert tracking (NIST + UKAS + NPL + PTB + BAM traceability), work-order management + dispatch, field-service mobile + offline app, customer + supplier management, inspection report generation (per ASME V + API 510/570/653 + IACS Marine + custom-client formats), document control + procedure library + Level III sign-off workflow, audit-trail recording, multi-currency invoicing + accounting, payroll + HR + time-sheet + project management + fleet management + CRM + e-commerce B2B portal.
Code + Compliance Framework
Audit-defensible records per ISO 9001:2015 + ISO 17020 (inspection body) + ISO 17025 (calibration laboratory) + ISO 17024 (personnel cert body). Every inspection, procedure revision, inspector cert and calibration cert is timestamped with reviewer approval recorded. ASME B&PV V + VIII + IX + XI; ASME B31.1/3/4/8/12 piping; API 510 + 570 + 571 + 653 + 936 + 1169; NACE MR0175 + MR0103 sour-service; ASTM E-series; ISO 17635/17636/17640; EN 13445/13480; IACS Rec-20 marine. Dual-scheme cert (ASNT + ISO 9712) for global mobility.
Integrations
Atlantis ERP has an open REST API, so it connects to SAP, Maximo, NetSuite or any other system that accepts API connections; each integration is scoped with you during implementation. Cloud SaaS + multi-tenant or single-tenant on-prem options for highly regulated customers (defense, nuclear).
Free Consultation + Tailored Quote in Martinez
Atlantis NDT publishes no pricing — pricing varies by region, team size, module scope, integration depth. Request your free 30-minute consultation with Atlantis NDT founder Anoop Rayavarapu (ASNT NDT Level III in UT, RT, MT, PT and VT). Output: tailored scoping + module map + integration scope + implementation timeline + tailored quote. Affordable, accessible, fully customizable. See also Atlantis NDT ERP hub, ASNT Level III consulting, ISO 9001 and ISO 14001 quality system.
The Martinez NDT services market, from the provider's side
The Carquinez Strait shore holds the Bay Area's refining row — Martinez, Rodeo, Benicia, Richmond within a short drive — plus the chemical and terminal infrastructure that serves it.
API unit and tank programmes across the refining row, marine-terminal examination on the strait, and turnaround surges that draw crews from across the West. For the companies doing this work, the operational load concentrates around the refineries along the strait from Richmond to Benicia and their marine terminals — and the back office that keeps crews certified, equipment calibrated and reports moving is what decides which providers grow.
Why turnaround-driven inspection companies outgrow spreadsheets first
A refinery turnaround compresses everything a spreadsheet handles badly into one brutal window: dozens of technicians mobilised at once, every one of them needing current certifications and vision records the owner's contractor portal will check, equipment that must arrive calibrated with certificates in hand, and thousands of examination records that become the client's permanent inspection history. NDT inspection software earns its keep here or nowhere — when the planner asks which UT crews are available with in-date certs for a unit coming down next month, the answer has to come from the system, not from someone's memory of a shared drive.
The quieter failure is revenue: turnaround work is bid tight, and without job-level costing an inspection company discovers which scopes lost money only at year end. An ERP built for inspection work ties technician hours, equipment days and consumables to each work order as it happens, so the margin conversation happens while the job is still running.
What an ERP built for NDT companies covers in Martinez
Turnaround markets punish disconnected tools hardest, so in Martinez Atlantis is deployed as one operational spine — NDT inspection software and the business layer on the same records:
Certification and personnel tracking. Every technician's methods, levels, expiry dates, eye-exam currency and Written Practice records under SNT-TC-1A or CP-189 — with the audit view a client's quality department expects, ready before they ask.
Equipment and calibration management. The instrument register with calibration due dates, certificates attached, and traceability that satisfies ISO 17025-minded reviewers — so nothing leaves the shop out of date.
Work order and crew scheduling. Who is qualified, who is available, what the job needs — matched in one view, from a single technician call-out to a full turnaround mobilisation.
NDT reporting. Findings captured once — in the field or the shop, offline if needed — flowing into code-referenced report templates, so the deliverable ships while the competitor is still retyping field sheets. This is the inspection management software layer clients actually see.
Quoting, invoicing and job costing. Hours, equipment and consumables tied to each work order as they happen, so every job shows its true margin and the next bid learns from the last one.
Cloud-based, mobile in the field, and fully customizable to how your operation already works. See the NDT inspection software platform · the full business management suite · talk to us about Martinez.
Frequently asked questions
Does Atlantis understand how Martinez inspection companies operate?
The platform is built by ASNT Level III practitioners around the workflows above — certification tracking, calibration, field data capture, code-referenced reporting — rather than adapted from generic field-service software. Regional specifics like the client mix around the refineries along the strait from Richmond to Benicia and their marine terminals shape configuration, not custom development.
Can we keep our existing report formats and client requirements?
Yes — report templates, client-specific deliverables and your Written Practice structure are configuration. The system adapts to how you already serve your clients; switching software should never mean renegotiating what your clients receive.
Related: why inspection companies replace spreadsheets · NDT ERP vs generic ERP · compared with NetSuite.
Martinez: a refinery rebuilt after fire, now heading into a major turnaround
PBF's Martinez refinery went through a serious fire that forced a full shutdown, followed by a slow restart of unaffected units — including the crude unit — running at reduced output for months while the damaged equipment was rebuilt. Construction on the fire-affected units finished earlier this year, and those assets have since been handed back to refinery operations for commissioning and are now running at planned rates.
That rebuild generated a distinct wave of first-time and re-commissioning inspection work: new and repaired equipment needs baseline examination before a plant trusts it at full rate, which is a different job — and a different documentation trail — than routine in-service monitoring on equipment that never stopped running. Much of that repair cost sits behind a property-insurance claim, which raises the bar on how cleanly an inspection company can separate fire-related scope from ordinary maintenance in its records.
The plant is now approaching a large hydrocracker-complex turnaround that was pushed back once already, concentrating a big scope of pressure-equipment and piping examination into a single window later this year — exactly the kind of event where staffing enough qualified crews on short notice, keeping calibration records current in real time, and turning reports around fast decides who keeps the account. Coming so soon after the fire, this turnaround will draw closer scrutiny from the plant's own engineers than a routine cycle normally would.
Martinez also illustrates something specific about insurance-funded rebuild work: because much of the cost sits behind a property-insurance claim, documentation discipline carries commercial weight beyond the refinery's own maintenance budget. Inspection reports that cleanly separate fire-related repair scope from unrelated routine work make the client's insurance accounting simpler, and an inspection company whose reporting system can produce that separation without manual rework is doing the client's controller a favor a generic field report never does.
Martinez is a major California refining center with petrochemical production. The facility complex requires extensive pipeline integrity programs, pressure vessel inspections, and corrosion monitoring in coastal industrial environments. An NDT ERP serving this market has to carry the evidence those operators audit against — with technician certification, equipment calibration and inspection records tied to the job that used them.
Operators including Shell, Chevron, Tesoro set the pre-qualification bar their contractors inherit. The system of record for that evidence is the ERP, not a spreadsheet a technician maintains between jobs.
Source: Per-city industrial and compliance research file; ASNT SNT-TC-1A employer certification framework
| Factor | What applies | Why it matters |
|---|---|---|
| Sectors served | Refining, Petrochemicals, Specialty Chemicals | Sets which methods, report formats and codes the system must handle |
| What must be retrievable on demand | Technician certification currency · equipment calibration status · the report against the asset that generated it | These three are what an auditor asks for first |
| Deployment | Cloud or on-premise · configured to the codes above · offline field capture | Field crews lose connectivity; the record cannot depend on it |
What must an NDT ERP track for inspection firms in Martinez?
Technician certification currency by method and level, equipment calibration status on the day of use, and every inspection report bound to the asset and job that produced it. Those three are what an audit asks for first, and they are the three a spreadsheet loses.
Can an inspection company in Martinez run this alongside its existing accounting?
Yes. The ERP owns operations — jobs, technicians, equipment, reports — and pushes finished invoices to the accounting system, which keeps the chart of accounts, tax and reconciliation. For US firms that usually means QuickBooks; the split is documented in the QuickBooks integration guide rather than forcing a migration nobody asked for.
Does it work offline for field crews in Martinez?
Yes. Field capture runs offline and syncs when the device reconnects, because turnaround decks, tank interiors and remote sites have no usable signal and a record that depends on connectivity is a record that gets rewritten from memory hours later. Offline capture is the difference between a contemporaneous record and a reconstruction.
How long does implementation take for a firm in Martinez?
The configuration follows the codes and workflows above rather than a fixed template, so the timeline is set by how much existing data has to be migrated and cleaned — certification records and calibration history are the two that consume the time. Firms usually run the first job cycle in parallel before cutting over.
What happens to inspection records if a technician leaves?
They stay with the asset and the job, which is the point. Employer-based certification ends when the holder leaves, but the reports they signed remain part of the asset's inspection history and are still auditable. A system that stores records per technician rather than per asset loses that history on every departure.
Related: the NDT ERP overview, personnel certification tracking, equipment calibration tracking, QuickBooks integration and the RFP requirements checklist. Firms preparing for an audit should also read the NDT programme gap assessment.
NDT ERP in Martinez, California: the short answer
For NDT and inspection companies working in Martinez and the Contra Costa County refinery belt, the Atlantis ERP solution brings technician certificates, training records, instruments and calibration, crew dispatch, method-specific field reports, quotations and invoices into one system. It is configured around how your company already works, it runs in a browser and on a phone, and it is fully customizable. Pricing is quote on request, based on headcount and scope.
This section is for owners, operations managers, QA/QC managers and Level IIIs at inspection contractors along the Carquinez Strait and the northern shore of Contra Costa County. It covers what is particular about working here: some of the most heavily regulated refineries in the country, clients who expect contractors to prove training and qualification on demand, California's own labour and radiation rules, and turnaround schedules that do not forgive a missing certificate.
The Martinez inspection market
Martinez is the county seat of Contra Costa County and sits in the middle of one of the oldest refining clusters on the West Coast. Within a short drive a crew can reach several very different kinds of plant.
- Martinez Refining Company: PBF Energy's refinery, formerly Shell's Martinez refinery, is rated at around 157,000 barrels per day. It went through a major rebuild after a fire in February 2025, and restart and rebuild work of that kind brings large inspection scopes on piping, vessels and heaters.
- Renewable fuels: Marathon's former Golden Eagle refinery east of Martinez was converted to renewable diesel production and is run as Martinez Renewables, a joint venture with Neste. Across the county, the Phillips 66 Rodeo site has also moved to renewable fuels. Conversions like these bring new materials, new process conditions and new inspection requirements.
- Other Bay Area refining and chemicals: Chevron's Richmond refinery, hydrogen plants operated by industrial gas suppliers next to the refineries, and chemical and terminal facilities along the strait and the Sacramento-San Joaquin delta shoreline.
- Power, pipelines and fabrication: gas-fired power plants, pipeline work and fabrication shops across the East Bay and Solano County.
Every one of these clients audits contractors, and several of them are covered by rules that go further than federal requirements. NDT software for Martinez contractors has to make that evidence easy to produce.
Contra Costa and California rules that shape contractor records
Contra Costa County adopted its Industrial Safety Ordinance in 1998. It strengthens the California Accidental Release Prevention program for refineries and chemical plants and is administered by Contra Costa Health. The sites it covers include the Martinez Refining Company, Marathon's Golden Eagle site, the Phillips 66 Rodeo refinery and the hydrogen plants that serve them. On top of that, Cal/OSHA's process safety management regulation for petroleum refineries, Title 8 Section 5189.1, adds requirements on damage mechanism reviews, hierarchy of hazard controls and contractor safety.
California also requires refiners to use a skilled and trained workforce for certain contracted work under Health and Safety Code Section 25536.7, the 2013 law known as SB 54, which includes completion of advanced safety training for high-hazard facilities within the prior two years. Whether it applies to a given NDT scope is for you and your client to confirm, but many refinery clients ask for the training evidence either way.
The ERP does not interpret any of these rules for you. What it does is keep qualification, training, calibration and report records complete, dated and attached, so that when a client's contractor safety team or an auditor asks, you can produce them in minutes. Additional training records of this kind can be held as certificates under the "other" scheme with dates, hours and attachments.
Technician certification tracking software for refinery contractors
Refinery gates in Contra Costa County check contractor qualifications before anyone is badged, and a missing document stops a crew. Technician certification tracking software has to keep NDT certifications, vision tests and additional safety training current and visible.
Each certification in the Atlantis ERP records scheme (SNT-TC-1A, CP-189, ISO 9712, PCN, CSWIP or other), level from trainee to III, method, certifying body, issue, expiry and renewal dates, industry sector, OJT hours, training hours, exam results and attachments. Status is computed automatically as active, expiring soon within 90 days, expired or revoked, with menus for expiring and expired records. Certificate templates per scheme set validity in months, whether a vision test or exam is required, and minimum OJT and training hours.
Vision tests are separate records with near vision to Jaeger J1 or J2, far vision, colour perception, contrast, examiner, clinic, file and expiry. Examination sheets store general, specific and practical scores against a passing score that defaults to 70 percent. Daily checks create warning tasks 90 days before a certificate or vision test lapses, configurable daily email alerts go to whoever you choose, and timesheets warn when a technician's certificate is not valid. The employee NDT profile holds highest level, methods certified, radiation safety training, radiation badge number and medical fitness expiry. See the certificates app. To see your own qualification matrix loaded, ask for a certification tracking demo.
California radiography: radiographer cards, sources and vehicles
California is an NRC Agreement State, and industrial radiography is licensed by the California Department of Public Health's Radiologic Health Branch. California also requires industrial radiographers to hold a recognised radiation safety certification, such as a card from an Agreement State whose certification California accepts or the ASNT industrial radiography radiation safety personnel certification. For a contractor bringing RT crews from other states, keeping track of which card each radiographer holds is part of daily dispatch.
In the ERP these radiation safety certifications are recorded under the "other" scheme with dates and a scanned copy, beside each technician's NDT certifications, and the NDT profile carries radiation safety training, badge number and medical fitness expiry. The Fleet app records each vehicle's purpose, whether it can carry radioactive sources, its transport licence number and expiry, and assignments to projects and drivers with dates and mileage. RT reports record source, technique, IQI type and placement, and computed radiography has its own report type.
How your source inventory, utilisation logs and leak test records are organised for your licence is configured during implementation with your Radiation Safety Officer. The ERP holds the records; it does not replace the radiation safety programme.
Crew dispatch software for turnarounds and restarts
Refinery turnarounds, rebuilds and restarts in the Bay Area pull in large temporary crews on tight windows, and several plants can be down at once. Crew dispatch software has to show who is committed, who is free and which equipment is where, without anyone keeping it in their head.
In the Atlantis ERP each job is a team assignment that moves through planned, dispatched, in field, submitted and closed, with site GPS coordinates and mobilisation and demobilisation dates. Each technician has an availability calendar showing assigned, leave, training, sick and unavailable; Time Off feeds it and overlapping entries are refused. Double-booking a technician is blocked, and so is double-booking an equipment serial number.
Operations sees each technician's status, current assignment, utilisation percentage and next available date in calendar, kanban or list views. Training days booked on the calendar, including safety training that clients require, block assignments on those dates, so nobody is scheduled to a unit when they are meant to be in a classroom. See the team assignments app.
Calibration management software and equipment control
Refinery clients audit instrument calibration as closely as personnel records. Calibration management software needs to show, for any report, which serial number was used and that it was in calibration on the day.
The Atlantis ERP tracks every instrument and probe by serial number with type, assigned person, condition, asset tag, firmware, accessories and lifecycle stage: new, active, in calibration, in repair, rented out, retired or disposed. Issue and return go through supervisor and manager approval with condition recorded both ways. Reservations stop clashes and movements are logged. Calibration records hold provider, certificate number, standard, range, uncertainty, accredited-lab flag, pass, fail or conditional result and next due date. The calibration certificate register keeps the lab accreditation number, PDF and a valid, expiring or expired status with alerts. Team assignments warn when assigned equipment is out of calibration, and reports and timesheet lines can carry the equipment serial.
The maintenance log records preventive and corrective work, repairs, cleaning, firmware updates and probe replacements with condition before and after. Consumables such as couplant, penetrant, developer, MT particles and PPE carry reorder levels and low-stock flags. Purchase records vendors as OEM, dealer or calibration lab with accredited-lab flag, accreditation number and expiry, and order lines link to a specific serial. See the asset management app.
NDT reporting software for refinery and renewable fuels work
Refinery and renewable fuels clients want reports that are complete, signed and traceable to their work orders. The Atlantis ERP includes 17 report types, each with its own numbering: UT, RT, MT, PT, VT, ECT, IRIS, PAUT, MFL, TOFD, PWHT, PMI, hardness, UT thickness, ferrite, holiday/coating and computed radiography.
That covers the typical Contra Costa scopes. Piping and vessel surveys use UT thickness reports with readings by direction and UT reports with a probe calibration table. Heat exchanger bundles get IRIS and ECT. Alloy verification during rebuilds and conversions uses PMI, and weld procedures call for hardness, ferrite and PWHT records. Tank floors use MFL with scan mode and item lines. New and repaired welds use RT, PAUT with focal laws, and TOFD. Weld and job lines record defect type and orientation, and results are acceptable, not acceptable or acceptable with remarks.
Reports run draft, in progress, review, approved and sent, with inspector, reviewer and approver signatures and a third-party or authorized inspector field. Work order, request, WPS, contract, drawing, procedure and standard references are captured. Versioned templates in Excel, Word, PDF or HTML carry your branding, and Excel templates are filled by mapping fields to cells, so a refinery's own format is produced from the data. More on Digital Twin Reporting Software.
Offline field reporting inside the unit
Coverage inside process units, vessels and tanks is unreliable, and many refineries restrict devices in certain areas. Where devices are allowed, the Atlantis field app installs from the browser onto a phone or tablet and works without signal. Technicians pick the method, fill in the report, take photos, sign on screen and preview the PDF; drafts and photos are stored on the device and sync when there is a connection.
The field API lets each device pull the jobs assigned to that technician and the equipment issued to them, then submit and sync reports. How you handle device restrictions at specific client sites is configured during implementation.
Procedures and Level III approval
Refinery clients often review contractor procedures before work, and changes in materials or conditions, such as those that come with a renewable fuels conversion, can mean procedure revisions. The Atlantis ERP procedure register holds document number, revision, method (UT, RT, MT, PT, VT, ET, TOFD, PAUT, LT, AE, hardness, PMI, CR, DR and more), scope, material, applicable standard such as ASME Section V, acceptance criteria and body text or an uploaded file.
Procedures move through draft, submitted, reviewed, approved and published, with rejected and archived states. Prepared, reviewed and approved by are recorded with dates, approved revisions are locked, rejections need a reason, and every revision keeps a snapshot. Approvers receive email notifications and reminders. An AI-assisted first draft, falling back to a built-in template, handles routine documents, and a Level III reviews and approves every one. For written practice or procedure support, see NDT consulting. Atlantis training is SNT-TC-1A based.
NDT quoting and invoicing software for California labour rules
California's daily overtime rules mean that a long turnaround shift changes the cost of a job in a way a weekly timesheet will not show. If hours by type do not reach the invoice correctly, the contractor absorbs it.
Quotations record job type, site, project dates and applicable codes, with NDT service products flagged by method and category, a global discount and a branded PDF; clients accept and sign online, and quotes become sales orders. Projects carry job type, site, client PO, contract, methods, codes, scope, acceptance criteria, assigned equipment and technicians, and safety induction and work permit fields. Timesheets record work type (inspection, travel, standby, setup), method, billable flag, multiplier for overtime or double time, site, client and equipment serial, with approval, and feed billing. How overtime is calculated for payroll is configured during implementation.
Invoices carry project, job or PO number, site, invoice type and industry sector, with labour, equipment and consumables subtotals and lines by cost centre, method, equipment serial, technician and days or hours. The financial dashboard shows revenue, cost of sales, gross margin, operating expenses, EBITDA, outstanding invoices, bills and expenses over twelve months. California tax treatment is configured during implementation.
Spreadsheets vs generic ERP vs Atlantis ERP
| Area | Spreadsheets | Generic ERP | Atlantis ERP |
|---|---|---|---|
| Qualification and training evidence | Folders per technician | HR fields only | NDT certificates, radiation safety cards and other training under one record, with 90-day warnings |
| Calibration traceability per report | Cross-check two workbooks | Generic assets | Serial-level calibration records and certificate register; equipment serial on job lines |
| Turnaround dispatch | Whiteboard | Generic scheduling | Availability calendar with training days, double-booking blocked |
| Refinery report formats | Retyped into client templates | Not included | 17 report types; Excel templates filled by field-to-cell mapping |
| Hours by type to invoice | Manual | Not NDT-aware | Timesheets by work type and multiplier feed invoice lines |
| Fit to process | Whatever you build | You adapt | Configured during implementation |
Affordable, customizable ERP for small NDT companies in the East Bay
Many East Bay inspection companies are small, and the Bay Area's costs make every non-billable hour count. An affordable ERP for a small NDT company should start with certificates, calibration, reports and invoicing, then add CRM and purchasing.
Implementation maps your methods, job types, qualification matrix, instruments and client formats, imports existing spreadsheets, sets up branded templates and pilots on live jobs. It runs in a browser and on phones, so there is nothing to host. For growth, the CRM records service line, lead source, NDT service type, industry sector, site country and estimated technicians and days, scores leads 0 to 100, imports CSV lists and runs drip email sequences, and business cards photographed at industry events become leads. Surveys cover competency questionnaires and client feedback. The eLearning portal and the Practical NDT 3D simulator support Level I and II trainees. To see it sized for your team, book a demo for a small East Bay NDT company.
Integrations with refinery and accounting systems
Refineries run large maintenance and procurement systems and some want inspection data delivered directly. The Atlantis ERP has an open REST API and integrates with SAP, Maximo, NetSuite, QuickBooks or any system that accepts API connections, scoped per implementation. For clients who want to see results on the equipment, Atlantis Digital Twins maps indications and damage onto a 3D model and trends thickness and remaining life.
Frequently asked questions
Is there NDT ERP software for inspection companies in Martinez, CA?
Yes. The Atlantis ERP is built for NDT and inspection companies and is configured for your Martinez operation during implementation, covering certificates, training records, calibration, dispatch, field reports, quotations and invoicing. Quote on request.
Can it hold California radiation safety certifications for radiographers?
Yes. They are recorded as certificates under the "other" scheme with dates and a scanned copy, next to each technician's NDT certifications and radiation badge details.
Does the ERP make us compliant with the Industrial Safety Ordinance or Section 5189.1?
No software does that by itself. The ERP keeps the qualification, training, calibration and report records your clients and auditors ask for complete and easy to produce.
Can timesheets handle overtime and standby?
Yes. Timesheets record inspection, travel, standby and setup with billable flags and multipliers, and those hours feed invoice lines. Payroll overtime calculation is configured during implementation.
Does it support PMI and IRIS reporting for refinery work?
Yes. PMI, IRIS, ECT, hardness, ferrite, PWHT and UT thickness are among the 17 report types, each with its own numbering.
How do we get a quote?
Send your headcount, methods and main problem through the contact form. We will demo the system on your own job types and send a tailored quote. Affordable, accessible, fully customizable.
Part of NDT ERP software in California, NDT ERP software in the USA and the wider NDT ERP software platform from Atlantis NDT.